Fortis Group Advisors, LLC J P Morgan Exchange Traded Fd Transaction History

Fortis Group Advisors, LLC

  • $581 Billion
  • Q3 2025

A detailed history of Fortis Group Advisors, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Fortis Group Advisors, LLC holds 12,767 shares of JEPI stock, worth $724,399. This represents 0.13% of its overall portfolio holdings.

Number of Shares
12,767
Previous 11,879 7.48%
Holding current value
$724,399
Previous $671 Million 8.24%
% of portfolio
0.13%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$55.61 - $57.37 $49,381 - $50,944
888 Added 7.48%
12,767 $726 Million
Q2 2025

Aug 08, 2025
BUY
$51.14 - $57.0 $607,492 - $677,103
11,879 New
11,879 $671 Million

Others Institutions Holding JEPI

# of Institutions
1,438
Shares Held
332M
Call Options Held
737K
Put Options Held
636K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Fortis Group Advisors, LLC Portfolio

Follow Fortis Group Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Group Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Group Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email